Fund HoldingsTwelve Points Wealth Management LLC

Total Portfolio Value
$273.15M
Total Bought
$60.53M
Total Sold
$8.58M
Net Transaction
+$51.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
283,654682,707+399,05325,92362,67222.94%+36,749
FIRST TR EXCH TRADED FD III0292,151+292,15105,0601.85%+5,060
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
151,634172,001+20,3676,2568,7203.19%+2,465
SPDR SER TR
ST LONG BD ETF
315,693381,531+65,8387,5108,8673.25%+1,356
ISHARES TR
CORE UNIVRSL USD
124,774149,610+24,8365,7486,8212.50%+1,072
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
131,515144,754+13,2395,9897,0352.58%+1,047
IRON MTN INC DEL(IRM)39,22840,581+1,3532,7453,2551.19%+510
RTX CORPORATION(RTX)04,898+4,89804780.17%+478
INVESCO QQQ TR01,060+1,06004710.17%+471
ISHARES GOLD TR(IAU)93,37397,882+4,5093,6444,1121.51%+468
ATKORE INC12,43312,860+4271,9892,4480.90%+459
JPMORGAN CHASE & CO(JPM)16,24716,035-2122,7643,2121.18%+448
BELDEN INC019,896+19,89601,8430.67%+1,843
TEXAS INSTRS INC(TXN)7,95910,255+2,2961,3571,7870.65%+430
FLUTTER ENTMT PLC(FLUT)02,000+2,00004080.15%+408
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
0141,474+141,47405,1951.90%+5,195
HARLEY DAVIDSON INC(HOG)24,84728,827+3,9809151,2610.46%+346
NUVEEN S&P 500 BUY-WRITE INC0195,658+195,65802,5890.95%+2,589
ASA GOLD AND PRECIOUS MTLS L
SHS
499,073511,129+12,0567,5167,8512.87%+335
ONEOK INC NEW(OKE)21,71723,132+1,4151,5251,8550.68%+330
INTERNATIONAL BUSINESS MACHS(IBM)9,6569,946+2901,5791,8990.70%+320
QUALCOMM INC(QCOM)13,05013,016-341,8872,2040.81%+316
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
27,59529,089+1,4942,2652,5730.94%+308
EXXON MOBIL CORP015,574+15,57401,8100.66%+1,810
DOUBLELINE OPPORTUNISTIC CR202,270218,967+16,6973,1053,3761.24%+272
PACCAR INC(PCAR)10,26410,217-471,0021,2660.46%+263
CRANE COMPANY(CR)01,907+1,90702580.09%+258
SPDR GOLD TR(GLD)17,66217,649-133,3763,6311.33%+254
MERCK & CO INC(MRK)11,39311,305-881,2421,4920.55%+250
WALGREENS BOOTS ALLIANCE INC011,008+11,00802390.09%+239
HUNTSMAN CORP(HUN)34,40342,168+7,7658651,0980.40%+233
SPDR SER TR
ST STR PFD ETF
56,91761,162+4,2451,9082,1330.78%+225
ACUITY BRANDS INC(AYI)3,4173,410-77009160.34%+216
LOWES COS INC(LOW)0845+84502150.08%+215
VANGUARD INDEX FDS0444+44402130.08%+213
LYONDELLBASELL INDUSTRIES N
SHS - A -
16,22817,137+9091,5431,7530.64%+210
SPDR INDEX SHS FDS
ST STR INFRA ETF
03,782+3,78202050.07%+205
DRAFTKINGS INC NEW(DKNG)04,488+4,48802040.07%+204
KROGER CO(KR)12,67213,702+1,0305797830.29%+204
FREEPORT-MCMORAN INC(FCX)32,21433,377+1,1631,3711,5690.57%+198
ABBVIE INC(ABBV)4,9195,255+3367629570.35%+195
VANECK ETF TRUST
PHARMACEUTCL ETF
044,462+44,46204,0331.48%+4,033
CLEVELAND-CLIFFS INC NEW(CLF)75,09875,888+7901,5341,7260.63%+192
MICROSOFT CORP(MSFT)5,8295,660-1692,1922,3810.87%+189
ARTISAN PARTNERS ASSET MGMT(APAM)59,59561,639+2,0442,6332,8211.03%+188
ISHARES TR
CORE DIV GRWTH
055,149+55,14903,2021.17%+3,202
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
13,16713,357+1902,0782,2620.83%+185
SPDR SER TR
ST STR SP400GRW
015,625+15,62501,3640.50%+1,364
EOG RES INC(EOG)016,412+16,41202,0980.77%+2,098
AMERICAN EXPRESS CO(AXP)4,5684,538-308561,0330.38%+177
GRAINGER W W INC(GWW)979970-98119870.36%+176
SSGA ACTIVE ETF TR
ST STR BL LN ETF
048,200+48,20002,0300.74%+2,030
CUMMINS INC(CMI)2,7852,836+516678360.31%+168
VANGUARD TAX-MANAGED FDS18,55021,057+2,5078891,0560.39%+168
VANGUARD INDEX FDS3,9514,251+3009371,1050.40%+168
LEVI STRAUSS & CO NEW(LEVI)39,29140,591+1,3006508110.30%+162
GREIF INC(GEF)20,27921,573+1,2941,3301,4900.55%+160
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
69,78675,117+5,3311,5531,7100.63%+157
JUNIPER NETWORKS INC31,22129,035-2,1869201,0760.39%+156
ELI LILLY & CO(LLY)802800-24686220.23%+155
CROWDSTRIKE HLDGS INC(CRWD)2,9692,840-1297589100.33%+152
BORGWARNER INC034,093+34,09301,1840.43%+1,184
HILLENBRAND INC26,10227,436+1,3341,2491,3800.51%+131
BOOZ ALLEN HAMILTON HLDG COR6,2136,233+207959250.34%+131
EMERSON ELEC CO(EMR)8,1068,034-727899110.33%+122
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
12,48513,584+1,0991,3391,4600.53%+121
AON PLC(AON)01,882+1,88206280.23%+628
BERKSHIRE HATHAWAY INC DEL01,739+1,73907310.27%+731
DISNEY WALT CO(DIS)04,135+4,13505060.19%+506
SPDR SER TR
ST STR P500GRW
13,14213,034-1088559530.35%+98
JABIL INC(JBL)015,704+15,70402,1040.77%+2,104
ISHARES TR2,1852,767+5822273240.12%+97
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
022,565+22,56503130.11%+313
SSGA ACTIVE ETF TR
ST STR REAL ETF
43,07044,995+1,9251,1721,2580.46%+85
SPDR SER TR
ST STR PR SP1500
9,2269,726+5005396240.23%+85
PRICE T ROWE GROUP INC(TROW)04,576+4,57605580.20%+558
ALPHABET INC(GOOG)7,9927,930-621,1261,2070.44%+81
AVERY DENNISON CORP3,4123,449+376907700.28%+80
INDEXIQ ETF TR
HEDGE MULTI STRA
053,743+53,74301,6600.61%+1,660
HF SINCLAIR CORP(DINO)013,659+13,65908250.30%+825
LIGHT & WONDER INC(LNWO)3,7503,75003083830.14%+75
CITIGROUP INC(C)9,7009,026-6744995710.21%+72
VISA INC(V)5,3285,226-1021,3871,4580.53%+71
SCHWAB STRATEGIC TR6,9786,97805796470.24%+68
AMAZON COM INC(AMZN)5,3314,862-4698108770.32%+67
SPDR SER TR
ST STR SP600GRWO
18,49718,49701,5471,6140.59%+67
ISHARES TR
CORE MSCI TOTAL
9,3859,949+5646096750.25%+66
WISDOMTREE TR(WT)037,658+37,65801,4120.52%+1,412
ISHARES TR
U S EQUITY FACTR
010,468+10,46805630.21%+563
PEPSICO INC(PEP)8,7048,764+601,4781,5340.56%+56
CELANESE CORP DEL(CE)3,2693,274+55085630.21%+55
CISCO SYS INC(CSCO)038,340+38,34001,9140.70%+1,914
FIDELITY NATL INFORMATION SV(FIS)04,117+4,11703050.11%+305
ISHARES TR01,081+1,08105680.21%+568
TRINITY INDS INC(TRN)32,05132,289+2388528990.33%+47
AUTOMATIC DATA PROCESSING IN02,807+2,80707010.26%+701
DANAHER CORPORATION(DHR)02,609+2,60906520.24%+652
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,9861,991+54314750.17%+44
SCHWAB STRATEGIC TR17,91616,963-9539971,0360.38%+38
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
12,05912,065+61,4041,4390.53%+35
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